Concept Interpretation
The third generation of semiconductors is mainly based on gallium nitride , silicon carbide , zinc selenide and other broadband semiconductor raw materials, which are more suitable for manufacturing high-frequency and high-power devices that can withstand high temperatures, high voltages, and high currents. ,
It is reported that China is planning to include strong support for the development of the third-generation semiconductor industry in the "14th Five-Year Plan". It is planned that within the five years from 2021 to 2025, will use national efforts to promote education, Scientific research, development, financing, application and other aspects provide extensive support for the development of third-generation semiconductors in order to achieve industrial independence.
hot stock introduction
① Wingtech Technology (600745) Company highlights: The company is in a leading position in the global mobile phone ODM (original design manufacturing) industry
Company profile: Wingtech Technology Co., Ltd. is mainly engaged in mobile communications, semiconductors, Technology research and development related to products such as electronic components and materials.
The company's main products are mobile phones, tablets, laptops , servers, automotive electronics and other intelligent terminals; semiconductors, new electronic components ; and optical modules.
Recent trends: The recent average cost is 82.35 yuan , and the stock price is running below the cost. The market is bullish and has an accelerating upward trend. The company is operating in good condition, and most institutions believe that the stock has high long-term investment value.
- short-term trend: market has been rising recently, and there will be a short-term correction.
- medium-term trend: has an accelerated upward trend.
- Long-term trend: So far, there are 142 major institutions, with a total position of 504 million shares, accounting for 453.85% of the circulating A shares
② Sanan Optoelectronics (600703) company highlights: the largest full-color ultra-high brightness in China LED chip manufacturer, leader in the domestic optoelectronics field
Company profile: Sanan Optoelectronics Co., Ltd. is mainly engaged in the research and development and application of compound semiconductor materials, with gallium arsenide , gallium nitride, silicon carbide, indium phosphide Epitaxial wafers and chips involved in new semiconductor materials such as aluminum nitride and sapphire are the core businesses. As a postdoctoral workstation and a national enterprise technology center recognized by the Ministry of Personnel,
company has won the first and second prizes of the National Science and Technology Progress Award, , and multiple first and second prizes of Fujian Province and Municipal Science and Technology Progress Awards. Award, company is a "leading enterprise in semiconductor lighting engineering" recognized by the Ministry of Science and Technology and the Ministry of Information Industry. The company now has MOCVD equipment and its production capacity ranks first in the country.
Recent trends: The recent average cost is 4.71 yuan , and the stock price is running below the cost. In the long market, the upward trend has slowed down, so you can sell high and buy low in moderation. The company's operating conditions are acceptable. Most institutions believe that the stock has high long-term investment value, and investors can pay more attention to it.
- short-term trend: The short-term strong market may end, and investors are advised to sell in a timely manner and wait and see.
- medium-term trend: The upward trend of has slowed down, so you can sell high and buy low.
- Long-term trend: So far, there are 87 major institutions, with a total holding of 2.522 billion shares, accounting for 61.85% of the circulating A-shares
③ China Resources Micro (688396) company highlights: China Resources is a high-tech enterprise with complete semiconductors Industry chain
Company profile: China Resources Microelectronics Co., Ltd. 's main business is the design, production and sales of power semiconductors, smart sensors and intelligent control products, as well as the provision of open wafer manufacturing, packaging and testing and other manufacturing services . The company's main products are power semiconductors, smart sensors, open wafer .
After years of development, the company has achieved a number of technological breakthroughs and business results in the fields of semiconductor design, manufacturing, packaging and testing, and has become a comprehensive semiconductor enterprise with important influence in China. It has been continuously rated by the Ministry of Industry and Information Technology since 2004. China's top 100 electronic information companies.
Recent trends: The recent average cost is 60.05 yuan , and the stock price is running below the cost. In the bull market, it is currently in the fallback consolidation stage and the downward trend has slowed down. The company's operating conditions are acceptable. Most institutions believe that the stock has high long-term investment value, and investors can pay more attention to it.
- short-term trend: During the strong rise of , you can buy at low prices and do not consider short selling for the time being.
- medium-term trend: is falling back and the downward trend has slowed down.
- Long-term trend: So far, there are 20 major institutions with a total position of 130 million shares, accounting for 29.42% of the circulating A shares
④ Tianyue Advanced (688234) Company highlights: The company has entered the semi-insulating silicon carbide substrate market The world's top three
Company profile: Shandong Tianyue Advanced Technology Co., Ltd. is a leading domestic manufacturer of wide bandgap semiconductor (third generation semiconductor) substrate materials, mainly engaged in the research and development, production and sales of silicon carbide substrates , products can be widely used in microwave electronics, power electronics and other fields. 's main products include semi-insulating and conductive silicon carbide substrates.
Recent trends: The recent average cost is 62.42 yuan , and the stock price is running below the cost. In the long market, the upward trend has slowed down, so you can sell high and buy low in moderation. The stock has attracted market attention in terms of funding, and has strong multi-party momentum. The company's operating conditions are not good, but most institutions believe that the stock has long-term investment value.
- short-term trend: During the strong rise of , you can buy at low prices and do not consider short selling for the time being.
- medium-term trend: The upward trend of has slowed down, so you can sell high and buy low.
- long-term trend: is weak in the long term and has no obvious investment value.
